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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $733,763 | $183,592+299.7% | $155,567+371.7% | $145,959+402.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.94% | 61.24%-35.3pp | 64.74%-38.8pp | 561.95%-536.0pp |
| Employer contribution / active EE | $23,200 | $5,315+336.5% | $4,674+396.3% | $4,661+397.8% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $10,753 | $19,318-44.3% | $15,916-32.4% | $13,398-19.7% |